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First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF

206 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.03% less ownership

Funds ownership: 72.58%68.55% (-4%)

7% less funds holding

Funds holding: 222206 (-16)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

22% less capital invested

Capital invested by funds: $1.43B → $1.11B (-$316M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
206
Holders Change
-16
Holders Change %
-7.21%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
19
Increased
72
Reduced
87
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
76
Quad-Cities Investment Group
Iowa
$1.1M -$84K -1,982 -7%
CWM
77
Cranbrook Wealth Management
Michigan
$1.09M -$465K -10,964 -28%
DFA
78
DHJJ Financial Advisors
Illinois
$1.07M +$152K +3,593 +15%
MML Investors Services
79
MML Investors Services
Massachusetts
$1.06M -$179K -4,215 -13%
WCFA
80
Walkner Condon Financial Advisors
Wisconsin
$1.06M +$563K +13,289 +96%
DC
81
Davenport & Co
Virginia
$1.06M +$154K +3,622 +15%
AI
82
Atria Investments
North Carolina
$1.05M -$590K -13,915 -34%
TCWA
83
Ten Capital Wealth Advisors
Washington
$987K -$56.3K -1,328 -5%
Citadel Advisors
84
Citadel Advisors
Florida
$981K -$13.3M -314,222 -93%
Mariner
85
Mariner
Kansas
$936K +$10K +237 +1%
CCM
86
Chiron Capital Management
Florida
$917K -$35.6K -840 -3%
TCM
87
Triumph Capital Management
Colorado
$886K
WAM
88
Walker Asset Management
Missouri
$854K -$233K -5,500 -20%
VCM
89
Virtue Capital Management
Tennessee
$848K +$464K +10,939 +102%
USCWA
90
U.S. Capital Wealth Advisors
Texas
$842K +$912K +21,519 New
EC
91
EdgeRock Capital
Colorado
$836K +$905K +21,344 New
MMHP
92
Murphy Middleton Hinkle & Parker
Georgia
$812K +$9.32K +220 +1%
DAS
93
Dynamic Advisor Solutions
Arizona
$743K +$362K +8,546 +82%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$735K +$451K +10,639 +131%
CIAS
95
Capital Investment Advisory Services
North Carolina
$727K +$94.3K +2,225 +14%
FAIM
96
Financial Advocates Investment Management
Washington
$721K -$276K -6,503 -26%
OIA
97
OneDigital Investment Advisors
Kansas
$709K +$165K +3,893 +27%
TLFA
98
True Link Financial Advisors
California
$676K
RIG
99
Ramiah Investment Group
Wisconsin
$665K +$10.6K +249 +1%
BCM
100
Brookstone Capital Management
Illinois
$649K +$20.9K +492 +3%

HYLS Hedge Fund Activity: Q2 2022 in Review

206 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) for Q2 2022, worth a combined $1.11B — down 22% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of HYLS and 19 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 72 added.

The largest buyer was First Trust Advisors, adding an estimated $15.4M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 206 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2022, down from 222 in Q1 2022.
  • Funds reported $1.11B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2022 and 34 closed out, a net change of -15 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2022 was First Trust Advisors, an estimated $15.4M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2022 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2022.